Invesco Dorsey Wright Momentum ETF
108 hedge funds and large institutions have $972M invested in Invesco Dorsey Wright Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
1% more funds holding
Funds holding: 107 → 108 (+1)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.79% less ownership
Funds ownership: 53.87% → 52.08% (-1.8%)
14% less capital invested
Capital invested by funds: $1.13B → $972M (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$8.51M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.33M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.44M |
| 4 |
Goldman Sachs
New York
|
+$4.25M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.4M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$14.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12M |
| 4 |
Morgan Stanley
New York
|
-$10.1M |
| 5 |
Jane Street
New York
|
-$9.91M |
PDP Hedge Fund Activity: Q2 2015 in Review
108 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Momentum ETF (PDP) for Q2 2015, worth a combined $972M — down 14% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PDP positions and 11 closed out — a net gain of 3 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $8.51M. The largest seller was UBS Group, cutting an estimated $14.4M.
- 108 institutional investors held Invesco Dorsey Wright Momentum ETF (PDP) as of Q2 2015, up from 107 in Q1 2015.
- Funds reported $972M of Invesco Dorsey Wright Momentum ETF stock for Q2 2015, down 14% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Momentum ETF positions in Q2 2015 and 11 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Momentum ETF buyer in Q2 2015 was Prospera Financial Services, an estimated $8.51M added.
- The largest Invesco Dorsey Wright Momentum ETF seller in Q2 2015 was UBS Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2015.